Finally! Build a Complete CIM in Minutes with our Breakthrough AI CIM Generator
Investment banks burn hundreds of analyst hours on every Confidential Information Memorandum before a single buyer ever sees the document. Many hours are required to review the analyst’s work through tedious back and forth interactions. The process is slow, repetitive, and expensive at a time when your team should be focused on closing deals.
InfoGate AI changes that entirely. Upload your financial statements, management summaries, and supporting materials and the platform generates a fully structured CIM automatically. Your analysts review, refine, and export directly to PowerPoint ready for buyer outreach.
The Problem
Enjoy Exponential Productivity Gains By Eliminating the Time Spent Building CIMs
Every team understands the reality of preparing transaction materials. Analysts spend late nights working through a process that follows nearly identical structures across every deal, consuming time that could be spent on higher value work.
According to research, and based on our own experience working in investment banking, a single CIM demands over one hundred hours of time before it is ready to send to buyers. When revisions are needed, the hours compound quickly across the entire presentation.
InfoGate AI eliminates that problem entirely by generating the first draft automatically so your team starts ahead of the process instead of buried in it. Then it enables easy editing and changes over time.
According to research, and based on our own experience working in investment banking, a single CIM demands over one hundred hours of time before it is ready to send to buyers. When revisions are needed, the hours compound quickly across the entire presentation.
InfoGate AI eliminates that problem entirely by generating the first draft automatically so your team starts ahead of the process instead of buried in it. Then it enables easy editing and changes over time.
Traditional CIM
InfoGate AI
- 100+ analyst hours per CIM
- Complete CIM in 5–7 minutes
- Tedious back-and-forth revisions
- AI chatbot for instant revisions
- Manual charts and formatting
- Auto-generated charts and tables
- Restart from scratch on updates
- Regenerate slides on demand
100+ Hours
5–7 Minutes
How It Works
Raw Documents In. Boardroom Ready CIM Out.
InfoGate transforms the raw materials sitting in your deal folder into a complete, professionally structured Confidential Information Memorandum. The platform analyzes everything your team uploads, extracts the key insights, and builds a full CIM using the exact slide structure investment bankers expect.
The generated presentation includes an executive narrative, company overview, market analysis, product and service descriptions, management summaries, and detailed financial exhibits. Your team receives a polished, professional starting point in minutes.
The generated presentation includes an executive narrative, company overview, market analysis, product and service descriptions, management summaries, and detailed financial exhibits. Your team receives a polished, professional starting point in minutes.
Platform Features
Built for the Way Investment Banking Actually Works
InfoGate was built from the ground up for investment banks, boutique advisory firms, and corporate finance teams. The platform follows the standard structure of professional sell side processes so the generated CIM mirrors what deal teams and buyers expect to see.
Analysts can revise narrative sections using the integrated AI editor, regenerate slides when new information surfaces, and export the final presentation directly to PowerPoint for final refinement. Deal teams reach buyer outreach faster than ever before without sacrificing the professional quality the market demands.
Analysts can revise narrative sections using the integrated AI editor, regenerate slides when new information surfaces, and export the final presentation directly to PowerPoint for final refinement. Deal teams reach buyer outreach faster than ever before without sacrificing the professional quality the market demands.
By The Numbers
Hundreds of Analyst Hours Compressed Into 5-7 Minutes
Manual CIM production consumes significant analyst time on every transaction and the costs add up quickly across a full deal pipeline. InfoGate compresses that entire process by automating the creation of the initial document so your team spends its energy where it matters most.
Upload your materials and the platform generates a complete, structured CIM in approximately five to seven minutes. Analysts review the output, refine the narrative, and export to PowerPoint. The first draft is finished before your first internal review call even begins.
Upload your materials and the platform generates a complete, structured CIM in approximately five to seven minutes. Analysts review the output, refine the narrative, and export to PowerPoint. The first draft is finished before your first internal review call even begins.
Analyst hours saved per CIM transaction
0
+
Minutes to generate CIM full structure
5
–7
One-time CIM — no subscription required
$
0
Slide Library
Generate Exactly the Slides Your Deal Needs
The platform gives deal teams the flexibility to generate a full CIM or produce individual sections based on where they are in the process. Analysts can create investment highlights, company overviews, market analysis, financial summaries, and management biographies on demand with charts, graphs, and financial tables built automatically from the data provided.
When new financial information becomes available, the presentation updates instantly without requiring the team to start over.
When new financial information becomes available, the presentation updates instantly without requiring the team to start over.
Investment Highlights
Company Overview
Market Analysis
Financial Summary
Management Biographies
Products & Services
Financial Exhibits
Transaction Overview
Security
Enterprise Security Built for Confidential Deal Data
The information inside your deal materials is among the most sensitive data in the market and InfoGate was built to protect it at every step of the process. All uploaded files are encrypted and stored within secure, protected infrastructure and only the specific content required for slide generation is ever processed.
Client data is fully isolated within each project so confidential information is never exposed across organizations. Your team can generate deal materials with complete confidence throughout every transaction.
Client data is fully isolated within each project so confidential information is never exposed across organizations. Your team can generate deal materials with complete confidence throughout every transaction.
AES-256 Encryption
All uploaded files and generated PPTX documents encrypted at rest on AWS S3.
Full Data Isolation
Every organization is fully isolated at the server level. No cross-client data access is possible.
TLS in Transit
All browser-to-server and service-to-service communication secured via industry-standard TLS.
Complete Deletion
Delete your data anytime — removed simultaneously from the database and AWS S3 with no copies left behind.
CIM Generated In
5–7 Minutes
Export Format
PowerPoint Ready
Security
AES-256 Encrypted
Live Demo
See InfoGate Build a Real CIM Live
The fastest way to understand what InfoGate delivers for your firm is to watch it work on real materials. During the demo we will walk through the platform, upload company information, and generate a complete CIM using the same workflow your deal team would use from day one.
You will see how raw documents become a structured, buyer ready presentation in minutes and understand exactly how InfoGate fits into your existing deal process.
You will see how raw documents become a structured, buyer ready presentation in minutes and understand exactly how InfoGate fits into your existing deal process.
No Subscription Needed
Not Ready for a Subscription? Let Us Create the CIM for You – with Quality, Speed and Cost that is Unmatched
If a platform subscription is not the right fit today, our team can generate the Confidential Information Memorandum for you. Provide the company information and supporting materials and we will deliver a professionally structured CIM ready for buyer review with no subscription required.
Individual CIMs are available for $500 per document.
Individual CIMs are available for $500 per document.
$500
per CIM document